The Thomaston Savings Bank 401(K) Savings & Retirement Plan — Form 5500 plan (Thomaston Savings Bank)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Thomaston Savings Bank 401(K) Savings & Retirement Plan is a benefit plan reported by Thomaston Savings Bank under EIN 06-0561730 and plan number 002. The latest loaded filing year is 2023. The filing reports 283 participants and $23,828,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomaston Savings Bank
- EIN
- 06-0561730
- Plan number
- 002
- Plan type
- 2
- Location
- Thomaston, CT
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $23,828,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241011144435NAL0012618371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,828,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,828,372
- Net assets (BOY)
- $20,616,031
Income & contributions
- Employer contributions
- $642,771
- Participant contributions
- $1,441,070
- Total contributions
- $2,148,679
- Total income / additions
- $5,353,104
Expenses & distributions
- Benefits paid
- $2,063,673
- Administrative expenses
- $46,341
- Total expenses
- $2,140,763
- Net increase / (decrease)
- $3,212,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $61,839 | $0 | 2023 |
| Hooker & Holcombe Investment Adviso | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $2,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomaston Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Thomaston, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Hooker & Holcombe Investment Adviso — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation